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Baldwin Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Baldwin Wealth Partners’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,000
Closed -$40.5K – 789
2024
Q3 		$40.5K Sell
2,000
-1,000
-33% -$19.2K ﹤0.01% 589
2024
Q2 		$56.4K Buy
3,000
+1,000
+50% +$19.1K ﹤0.01% 330
2024
Q1 		$38.6K Buy
+2,000
New +$38K ﹤0.01% 398

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baldwin Wealth Partners's PDI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2024, closing a stake of 2,000 shares — an estimated $40.5K sold.

Baldwin Wealth Partners first reported a position in PDI in Q1 2024 and held it in 3 quarters. The position peaked at $56.4K in Q2 2024. 317 funds tracked by Wall St. Rank hold PDI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining PIMCO Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,000 PIMCO Dynamic Income Fund shares in Q4 2024, an estimated $40.5K.
  • Baldwin Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q1 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's PIMCO Dynamic Income Fund position peaked at $56.4K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.